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Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2023-06-02
PA RA APPROVED 2023-05-30
  • DE RA
    APPROVED
    Since 2023-06-02
  • PA RA
    APPROVED
    Since 2023-05-30

Branch Locations

1041 Valley Rd, Hockessin, DE 19707 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Bill Burris Insurance Agency Hockessin DE 11/2011 Present
State Farm Vp Management Corp. Hockessin DE 11/2011 Present
State Farm Investment Management Corp. Hockessin DE 04/2019 10/2019
State Farm Investment Management Corp Hockessin DE 05/2023 Present
Other Businesses

1) William Burris's Insurance Agency; Insurance Agency; Investment-related; 1041 Valley Rd Hockessin, DE 19707-9156; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 11/01/2011; 80; 80; Service customers and supervise employees 2) DELSFA; non-investment-related; 7217 Hockessin, DE 19707; Membership/Civic/Fraternal Organization; Officer; Treasurer; 1/15/2016; 5; 0; Control of checkbook, review bank statement, make deposits, pay bills, co-signor on checking account. 3) DE State Farm PAC; non-investment-related; 7217 Lancaster Pike, Hockessin. DE 19707; Membership/Civic/Fraternal Organization; Board Member; Board Member; 1/1/2016; 5; 0; control of checkbook, review bank statements, make deposits in the checking account, pay bills, co-signor on checking account. 4) William M Burris III - Personally Held Real Estate - Property #1; Investment Related; 127 Oakton S Eatonton, GA 31024; Investment or Commercial Property; Owner; None; 02/27/2026; 0; 0; Personally Held Real Estate

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-18
S63 Uniform Securities Agent State Law Examination 2008-04-10
  • S65 Uniform Investment Adviser Law Examination
    2023-05-18
  • S63 Uniform Securities Agent State Law Examination
    2008-04-10
Other Names
  • Bill Burris
  • William Matthew Burris

View on SEC IAPD

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